Neil Edmonds

Neil Edmonds is a Partner at Ascent Wealth Partners, LLC, based in Saratoga Springs, NY, where he leads investment advisory services with a focus on comprehensive wealth management for high-net-worth individuals and institutional clients. He specializes in the development and management of portfolios across equities, fixed income, and alternative investments, leveraging his expertise to address client needs in retirement planning, asset allocation, and risk mitigation.

Prior to his partnership role, Neil served as Managing Director at Ascent Wealth Partners and gained early experience as a Financial Consultant at Fidelity Investments, providing him with a strong foundation for analyzing diverse asset classes and constructing customized strategies. He has been part of Ascent Wealth Partners since 2015, contributing to the firm's reputation for client-focused investment solutions and collaborative team leadership.

Neil holds an MBA in Finance from UMass Boston and the Accredited Investment Fiduciary (AIF) designation, underscoring his commitment to ethical, fiduciary investment practices. His career is marked by significant contributions to advancing portfolio management best practices, particularly in the Upstate New York region, with a track record of helping clients achieve their financial objectives through tailored investment strategies.